KCS Wealth Advisory’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,471
| Closed | -$202K | – | 160 |
|
|
2023
Q1 | $202K | Sell |
10,471
-1,199
| -10% | -$23.1K | 0.08% | 140 |
|
|
2022
Q4 | $215K | Sell |
11,670
-1,282
| -10% | -$23.6K | 0.09% | 141 |
|
|
2022
Q3 | $199K | Sell |
12,952
-11,545
| -47% | -$177K | 0.09% | 141 |
|
|
2022
Q2 | $513K | Sell |
24,497
-8,599
| -26% | -$180K | 0.23% | 98 |
|
|
2022
Q1 | $591K | Sell |
33,096
-466
| -1% | -$8.32K | 0.27% | 94 |
|
|
2021
Q4 | $624K | Buy |
33,562
+17,755
| +112% | +$330K | 0.25% | 102 |
|
|
2021
Q3 | $322K | Sell |
15,807
-932
| -6% | -$19K | 0.15% | 117 |
|
|
2021
Q2 | $364K | Sell |
16,739
-202
| -1% | -$4.39K | 0.17% | 117 |
|
|
2021
Q1 | $387K | Buy |
16,941
+241
| +1% | +$5.51K | 0.2% | 116 |
|
|
2020
Q4 | $363K | Sell |
16,700
-4,259
| -20% | -$92.6K | 0.24% | 114 |
|
|
2020
Q3 | $451K | Sell |
20,959
-915
| -4% | -$19.7K | 0.36% | 95 |
|
|
2020
Q2 | $499K | Sell |
21,874
-1,834
| -8% | -$41.8K | 0.41% | 87 |
|
|
2020
Q1 | $522K | Sell |
23,708
-2,772
| -10% | -$61K | 0.53% | 74 |
|
|
2019
Q4 | $782K | Buy |
26,480
+11,813
| +81% | +$349K | 0.59% | 76 |
|
|
2019
Q3 | $419K | Sell |
14,667
-2,454
| -14% | -$70.1K | 0.29% | 112 |
|
|
2019
Q2 | $433K | Buy |
+17,121
| New | +$433K | 0.34% | 109 |
|
|
2018
Q4 | – | Sell |
-8,545
| Closed | -$217K | – | 162 |
|
|
2018
Q3 | $217K | Sell |
8,545
-351
| -4% | -$8.91K | 0.2% | 140 |
|
|
2018
Q2 | $216K | Buy |
8,896
+1,075
| +14% | +$26.1K | 0.2% | 142 |
|
|
2018
Q1 | $211K | Buy |
7,821
+985
| +14% | +$26.6K | 0.19% | 152 |
|
|
2017
Q4 | $201K | Buy |
+6,836
| New | +$201K | 0.19% | 159 |
|